Optimise without improvising
Tax optimisation is not about seeking loopholes but about intelligently structuring your wealth to minimise taxation within a legal and sustainable framework. At Kapitalia, every tax strategy is built bespoke, documented and validated with your legal advisers.
We intervene upstream of major wealth decisions: business disposals, restructuring, expatriation and succession planning.
Our areas of intervention
Wealth holding companies
Creation and management of holding structures to capitalise income, organise equity stakes and prepare succession within a tax-optimised framework.
Share-for-share exchange (150-0 B ter)
Deferral of capital gains tax on disposal through the contribution of shares to a holding company. Structured reinvestment into diversified assets.
Dutreil pact
Family business succession with a 75% exemption on gift tax, subject to retention commitment conditions.
Targeted tax relief
PER (retirement savings), FCPI/FIP (innovation funds), Girardin industrial scheme. Rigorous selection of mechanisms based on your marginal tax rate and overall strategy.
Typical intervention scenarios
- Business disposal : upstream structuring to minimise capital gains taxation (share-for-share exchange, pre-disposal gift)
- High income : balancing remuneration, dividends and capitalisation to optimise the effective tax rate
- Succession planning : usufruct-bare ownership splits, phased gifts, life insurance to prepare the estate and reduce inheritance tax
- Expatriation : managing Exit Tax, choosing tax residency, international tax treaties
Our approach
We never recommend a tax mechanism in isolation. Every strategy is part of an overarching wealth vision, in coordination with your tax lawyers, notaries and accountants. Our role is that of an architect: designing the overall structure and coordinating all parties involved.
